See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,807 | $89,753+44.6% | $107,525+20.7% | $84,808+53.1% |
| Participation rate | 94.9% | 68.1%+26.8pp | 75.1%+19.8pp | 68.3%+26.6pp |
| Annual return | 15.22% | 29.48%-14.3pp | 181.32%-166.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,967 | $3,113-4.7% | $3,754-21.0% | $2,631+12.8% |
| Participant deferral / active EE | $9,477 | $4,056+133.6% | $5,116+85.3% | $4,212+125.0% |
| Admin fee / account holder | -$29 | $7,222-100.4% | $8,919-100.3% | $7,344-100.4% |